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RWA Wealth Partners’s Avalo Therapeutics AVTX Stock Holding History

RWA Wealth Partners’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-86,516
Closed -$1.1M – 604
2025
Q3 		$1.1M Sell
86,516
-174,500
-67% -$1.5M 0.01% 336
2025
Q2 		$1.3M Sell
261,016
-51,763
-17% -$242K 0.02% 291
2025
Q1 		$2.51M Buy
+312,779
New +$2.37M 0.03% 217

Other funds holding AVTX

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWA Wealth Partners's AVTX Position: Q4 2025 in Review

RWA Wealth Partners sold out of Avalo Therapeutics (AVTX) in Q4 2025, closing a stake of 86,516 shares — an estimated $1.1M sold.

RWA Wealth Partners first reported a position in AVTX in Q1 2025 and held it in 3 quarters. The position peaked at $2.51M in Q1 2025. 84 funds tracked by Wall St. Rank hold AVTX as of Q4 2025.

  • RWA Wealth Partners reported no remaining Avalo Therapeutics position as of Q4 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 86,516 Avalo Therapeutics shares in Q4 2025, an estimated $1.1M.
  • RWA Wealth Partners first reported a position in Avalo Therapeutics in Q1 2025 and held it in 3 quarters.
  • RWA Wealth Partners's Avalo Therapeutics position peaked at $2.51M in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q4 2025.

Based on RWA Wealth Partners's 13F filing for Q4 2025, filed 12 Feb 2026.